MinichMacGregor Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

MinichMacGregor Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,658	Closed	-$410K	–	156
2025 Q3	$410K	Buy	+2,658	New	+$403K	0.08%	86
2020 Q2	–	Sell	-3,768	Closed	-$229K	–	122
2020 Q1	$229K	Buy	+3,768	New	+$284K	0.21%	75
2019 Q1	–	Sell	-7,130	Closed	-$506K	–	121
2018 Q4	$506K	Buy	+7,130	New	+$505K	0.35%	64
2018 Q1	–	Sell	-200	Closed	-$15K	–	565
2017 Q4	$15K	Buy	+200	New	+$14.6K	0.01%	249

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MinichMacGregor Wealth Management's XLI Position: Q4 2025 in Review

MinichMacGregor Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 2,658 shares — an estimated $410K sold.

MinichMacGregor Wealth Management first reported a position in XLI in Q4 2017 and held it in 4 quarters. The position peaked at $506K in Q4 2018. 1,506 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

MinichMacGregor Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 2,658 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $410K.
MinichMacGregor Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
MinichMacGregor Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $506K in Q4 2018.
1,506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.